John Hancock Preferred Income Fund II
HPF
46 hedge funds and large institutions have $23.5M invested in John Hancock Preferred Income Fund II in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 6 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
18% more capital invested
Capital invested by funds: $19.9M → $23.5M (+$3.55M)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0.51% more ownership
Funds ownership: 6.43% → 6.94% (+0.51%)
0% more funds holding
Funds holding: 46 → 46 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APW
Axim Planning & Wealth
Springboro,
Ohio
|
+$1.28M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$743K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$721K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$651K |
| 5 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$173K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.01M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$146K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$87.3K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$84.1K |
| 5 |
MA
Montag & Associates
Atlanta,
Georgia
|
-$75K |
HPF Hedge Fund Activity: Q4 2023 in Review
46 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q4 2023, worth a combined $23.5M — up 18% from $19.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HPF positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 11 trimmed.
The largest buyer was Axim Planning & Wealth, opening a new position worth an estimated $1.28M. The largest seller was Morgan Stanley, cutting an estimated $1.01M.
- 46 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $23.5M of John Hancock Preferred Income Fund II stock for Q4 2023, up 18% quarter-over-quarter.
- 7 funds opened new John Hancock Preferred Income Fund II positions in Q4 2023 and 6 closed out, a net change of +1 holder.
- The largest John Hancock Preferred Income Fund II buyer in Q4 2023 was Axim Planning & Wealth, an estimated $1.28M added.
- The largest John Hancock Preferred Income Fund II seller in Q4 2023 was Morgan Stanley, an estimated $1.01M sold.
Based on aggregated 13F filings for Q4 2023.